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REAL ESTATE PLAYBOOK

Build the common foundation, then add the industry reality.

Real-estate businesses can combine licensed brokerage, property management, investment ownership, development, construction, escrow or trust handling, and local project approvals. Each function needs to be classified separately.

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BASELINE

The four layers to map before launch.

These are general planning layers, not a substitute for jurisdiction-specific agency instructions or licensed professional advice.

01 · ENTITY

Formation & ownership

  • Separate property-owning entities from operating or service entities when the business model requires it
  • Confirm professional-licensing ownership and naming rules for brokerage or management activities
  • Document authority for acquisitions, financing, contracts, and property-level decisions
02 · AUTHORITY

Licenses & approvals

  • Check broker, salesperson, property-management, development, and local project requirements
  • Map trust or escrow handling rules when client funds are involved
  • Identify local zoning, permit, rental, short-term-rental, or occupancy overlays from actual property use
03 · OPERATIONS

How the business runs

  • Separate property-level books, deposits, operating funds, and client/trust funds
  • Maintain vendor, lease, tenant, contractor, insurance, and inspection workflows
  • Track entity and property changes across lenders, insurers, agencies, and contracts
04 · EVIDENCE

Records to preserve

  • Property and entity ownership records
  • Brokerage or management licenses
  • Leases and management agreements
  • Trust/escrow reconciliations
  • Project permits and insurance
QUESTIONS THAT CHANGE THE ROADMAP

Answer these before treating a generic checklist as complete.

A change in activity, ownership, location, customers, products, workers, or regulated services can change what applies.

01

Does the company own property or provide services to others?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

02

Will it hold client or tenant funds?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

03

Are licensed brokerage activities performed?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

04

Are short-term rental, development, or construction activities involved?

Capture the actual business fact, then verify the controlling source or professional requirement that follows from it.

COMMON FOCUS AREAS

What Mabnee already associates with Real Estate.

These focus areas are used to personalize the roadmap and direct deeper source verification.

ROADMAP FOCUS

Professional licensing

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Entity structure

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Trust and escrow controls

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

ROADMAP FOCUS

Local requirements

Confirm applicability from the business facts, formation jurisdiction, operating locations, and controlling authority before consequential action.

YOUR NEXT STEP STARTS HERE

Build a real estate roadmap around the real business facts.

Start with the state, ownership, location, activity, workforce, and operating model. Mabnee organizes the sequence without inventing an approval.

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